Quotes can be the wrong tool. Estimates avoid disputes, protect margins, and elevate professionalism
Quotes and Estimates are fundamentally different, and not having both options is genuinely problematic for us. Fudging it by adding exception language to a document labeled as a Quote communicates that we aren’t committed to the quote, that we can’t accurately assess or execute our own services, and that we don't have the basic ability to simply send the correct type of sales form. Every workaround risks the sale and our professional image. How do you protect yourselves when a job clearly requires an Estimate instead of a Quote? Would having the option to create either a Quote or an Estimate, so you can send the correct sales document for each job, help you run your business more effectively? I believe some people are employing entirely different software for quotes and estimates. Considering that the ability to send an Estimate is a critical and basic business requirement, would it make sense for Jobber to add the simple option of changing the word "Quote" to "Estimate" when needed? They could still fall under the heading of "Quotes" in the UI, because only the word on the form being sent to the client, and the word used in the related message, needs to change. That's simply front-end work to implement and not a major feature update. The beauty of web-based applications is that it is programmatically easy to add simple functionality to expand the capabilities of basic features that affect nearly all users, requiring only a willingness to spend a little time improving the product's core functionality: helping us grow and manage our businesses.What is your favorite feature in Jobber? Why?
I'll go first. My favorite feature in Jobber is probably the new quote templates. This makes our selling process so much easier. It's also easier to train new sales people because we don't have to teach them how to write an entire quote. We can just teach them which template is best for the job, they are bidding.
Are you Sleeping on Jobber's Add-Ons?
Guys! i just want to say - DO NOT sleep on all the extras! I've been feeling like i wasn't getting a lot out of Jobber as I was only using it as a scheduling and invoicing platform, but I've been quite focussed on scaling my cleaning company lately, so i decided to start using more features Jobber has to offer... Im impressed! I didn't know i was missing out on so much! the email marketing, referrals, and google analytics are incredible! worth every penny! I've seen mixed reviews on the AI receptionist... should I add that on as well? I do Google LSA (pay per phone call) and I'm a bit nervous about having AI take those calls...
How can Jobber help me grow my business?
I am a fairly new business and I am still finishing the detail of my operations. I have been using the basic plan from Jobber for my bookings but I did not find myself using the Marketing suite very much when I first purchased a plan. I believe it is because I was still figuring out how to run my business operations. My question is, what is the best marketing move for me to do as a relatively new business owner using Jobber with limited resources like funds and a small client base.💡FEATURE REQUEST: Schedule Send Communications
When I’m ready to send an estimate or invoice, Jobber makes it easy to send directly to the customer. The issue is timing. I often finish admin work outside normal business hours because I’m in the field during the day. When I send estimates/invoices late at night, it can feel unprofessional (or at minimum, it triggers customer replies at weird times). Current workaround: I send the estimate/invoice to myself, then schedule send it to the customer later during business hours. Phones make this easy. It works, but it’s extra steps. Feature request: Add a “Schedule Send” option when sending estimates and invoices, similar to email scheduling. Ideal behavior: At send time, give options: Send now / Schedule send For schedule: choose date + time (and time zone handling) Queue it and show status like Scheduled / Sent / Failed Allow cancel/edit of scheduled sends This would save time, reduce mistakes, and keep customer communications going out at appropriate times without requiring a workaround.Insights and Reporting marketplace app - Crew Insight
Just wanted to share the Crew Insight app in the Jobber marketplace, an enhanced insights and reporting tool I've been working on built specifically for home service businesses using Jobber. Dive deeper into your client trends, sales performance, financial health, and team productivity — plus operational tools like goal and expense tracking, a full sales pipeline view, and new features being added regularly. If you've ever thought "I wish Jobber showed me ___", I'd love to hear it. I'm always looking for ideas on what to build next. Website: https://crew-insight.com/ Marketplace Listing: https://secure.getjobber.com/marketplace/crewinsight
